Pre invoices

List of paragraphs:

Pre invoices module is for managing pre invoices.

Pre invoices list

Select module Pre invoiceto see pre invoices list:

Use Search or filters to find specific pre invoice/es.

Creating pre invoice

Select module Pre invoices and press Create new pre invoice:

Fill in the details, mandatory fields are marked *:

Select items to add to pre invoice – do not forget to click blue tick.
Press Save or Save and Send if you want to send pre invoice to your client.

Reviewing pre invoice

To review pre invoice, press on its number:

See all the information about pre invoice and select action:

  •          Record payment – status will change from unpaid to paid.
  •          Convert to invoice – invoice will be created with the identical information.

Creating related entries 

To create a related entry, select review, then choose entry type, for example, Tasks, and select New Task.

Describe task and press Save.
Task will appear both in pre invoice card and in Tasks module.
To create a related task, also use this button:

Editing and deleting

To edit pre invoice, use Actions menu: 

Also, edit or delete pre invoice while reviewing: 

To enter settings about deleting pre invoices, follow this article.

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